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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmund? Claim Your ProfileEdmund McNeil is an Investment Advisor Representative for LPL Financial LLC. He is registered with the state of California and the state of Oklahoma. Edmund has been in the financial services industry since 1984 and has a diverse background in the industry having worked at several firms. He holds multiple licenses including Series 6, Series 22, and Series 2. Edmund works with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Edmund is a seasoned advisor with a commitment to delivering exceptional financial guidance and support to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
04/27/2007 - Present
LPL Financial LLC (GOLDRIVER CA)
CA
09/26/2001 - 04/30/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (GOLD RIVER CA)
FL
03/01/2001 - 08/15/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
09/10/1999 - 02/21/2001
CAL FED INVESTMENTS (SACRAMENTO CA)
IA
10/30/1995 - 08/31/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
PA
05/25/1993 - 03/05/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
10/17/1991 - 05/15/1993
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
02/28/1986 - 08/16/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
03/08/1984 - 02/06/1986
EPIC SECURITIES COMPANY
NA
11/28/1983 - 01/30/1986
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 04/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1992
Series 2 - Non-Member General Securities Examination
BC
Issued 01/31/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/23/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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